Dynamics CRM 常用 C# 方法集合
Plugin(C#)
分派
AssignRequest assign = new AssignRequest();
assign.Assignee = prEntity["ownerid"] as EntityReference;
assign.Target = new EntityReference("new_budgetused", new_budgetusedId);
_service.Execute(assign);
共享
#region 插件中CRM共享共用方法
/// <summary>
/// 共享
/// </summary>
/// <param name="initentityName">要求共享的实体名称</param>
/// <param name="userId">要求共享的实体GUID</param>
/// <param name="entityName">指定共享的实体名称</param>
/// <param name="entityId">指定共享的实体GUID</param>
/// <param name="service">CRM组织服务</param>
private void ShareEntity(string initentityName, Guid userId, string entityName, Guid entityId, IOrganizationService service)
{
GrantAccessRequest grant = new GrantAccessRequest();
grant.PrincipalAccess = new PrincipalAccess
{
//读、写、附加等权限共享
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess | AccessRights.AppendAccess,
Principal = new EntityReference(initentityName, userId)//共享给某个用户
};
grant.Target = new EntityReference(entityName, entityId);//要共享的对象
service.Execute(grant);
}
#endregion
取消共享
public void RevokeShareRecords(string LogicName,string targetEntityName,string usedAttrName, IOrganizationService service, Guid targetEntityId,string[] attrs,object[] values,string[] columnSet)
{
QueryByAttribute query = new QueryByAttribute(LogicName);
query.Attributes.AddRange(attrs);
query.Values.AddRange(values);
query.ColumnSet = new ColumnSet(columnSet);
EntityCollection userCollection = service.RetrieveMultiple(query);
foreach (Entity entity in userCollection.Entities)
{
//Guid AttrId = (Guid)entity.Attributes[SegmentInfo.SystemUserId];
Guid UserId = (Guid)entity.Attributes[usedAttrName];
EntityReference er = new EntityReference("systemuser", UserId);
RevokeAccessRequest revokeAccessRequest = new RevokeAccessRequest {
Revokee = new EntityReference("systemuser", UserId),
Target = new EntityReference(targetEntityName, targetEntityId)
};
service.Execute(revokeAccessRequest);
}
}
查询
string fetchxml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='" + objecttype + @"'>
<attribute name='new_name' />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='0' />
<condition attribute='new_name' operator='eq' value='" + name + @"' />
</filter>
</entity>
</fetch>";
EntityCollection entityCollection = service.RetrieveMultiple(new FetchExpression(fetchxml));
获取最顶级的上下文，用于获取当前操作用户
public IPluginExecutionContext GetTopContext(IPluginExecutionContext currentContext)
{
IPluginExecutionContext topContext = currentContext;
for (int i = 0; i <= currentContext.Depth; i++)
{
if (topContext.ParentContext != null)
{
topContext = topContext.ParentContext;
}
}
return topContext;
}
获取sharepoint上的文档
public static DataCollection<Entity> RetrieveSharepointNotes(IOrganizationService service)
{
QueryExpression query = new QueryExpression("annotation")
{
//ColumnSet = new ColumnSet(true),
Criteria =
{
Filters =
{
new FilterExpression(LogicalOperator.Or)
{
Conditions =
{
new ConditionExpression("subject",ConditionOperator.Equal, "Attachment Error"),
},
Filters =
{
new FilterExpression(LogicalOperator.And)
{
Conditions =
{
new ConditionExpression("subject", ConditionOperator.Equal, "File Attachment"),
new ConditionExpression("notetext", ConditionOperator.Like, "http://spark.partners.extranet.microsoft.com%"),
}
}
}
}
}
}
};
EntityCollection ec = service.RetrieveMultiple(query);
return ec.Entities;
}
Query 转化为FetchXML/ FetchXML转化为Query
public static string ConvertQueryToFetchXml(QueryExpression query, IOrganizationService crmService)
{
QueryExpressionToFetchXmlRequest request = new QueryExpressionToFetchXmlRequest();
request.Query = query;
QueryExpressionToFetchXmlResponse response
= (QueryExpressionToFetchXmlResponse)crmService.Execute(request);
return response.FetchXml;
}
public static QueryExpression ConvertFetchXmlToQuery(string fetchXml, IOrganizationService crmService)
{
FetchXmlToQueryExpressionRequest fetchXmlRequest = new FetchXmlToQueryExpressionRequest();
fetchXmlRequest.FetchXml = fetchXml;
FetchXmlToQueryExpressionResponse fetchXmlResponse
= (FetchXmlToQueryExpressionResponse)crmService.Execute(fetchXmlRequest);
return fetchXmlResponse.Query;
}
获取optionset字段的显示名
//string name = GetPickListText("opportunity", "new_opportunitystate", 0, service);
public static string GetPickListText(string entityName, string attributeName, int optionSetValue, IOrganizationService service)
{
string AttributeName = attributeName;
string EntityLogicalName = entityName;
RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest();
retrieveDetails.EntityFilters = EntityFilters.All;
retrieveDetails.LogicalName = EntityLogicalName;
RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;
OptionSetMetadata options = picklistMetadata.OptionSet;
IList<OptionMetadata> picklistOption = (from o in options.Options where o.Value.Value == optionSetValue select o).ToList();
string picklistLabel = (picklistOption.First()).Label.UserLocalizedLabel.Label;
return picklistLabel;
}
改变记录的状态
public static void ChangeRecordState(IOrganizationService service, EntityReference entityMoniker, OptionSetValue state, OptionSetValue status)
{
SetStateRequest req = new SetStateRequest
{
EntityMoniker = entityMoniker,
State = state,
Status = status
};
service.Execute(req);
}
从template创建邮件
public static void CreateEmailFromTemplate(IOrganizationService service, EntityCollection sendFromCol, EntityCollection sendToCol, string emailSubject, string previewTriggerVaule, EntityReference regard, Guid contactId, Entity template, string btnOrder)
{
if (template != null)
{
// Use the InstantiateTemplate message to create an e-mail message using a template.
InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = template.Id,
ObjectId = contactId,
ObjectType = "contact"
};
InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);
Entity email = instTemplateResp.EntityCollection.Entities[0];
email.Attributes["new_campaigninvatationid"] = previewTriggerVaule;
email.Attributes["subject"] = emailSubject;
email.Attributes.Add("from", sendFromCol);
service.Create(email);
}
}
查询N:N记录
public static EntityCollection RetrieveNNRecords(IOrganizationService service, Guid ToEntityId, string FromEntity, string ToEntity, string RelationShip)
{
QueryExpression qe = new QueryExpression()
{
EntityName = FromEntity,
ColumnSet = new ColumnSet(true),
Criteria =
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("statecode",ConditionOperator.Equal,0)
}
},
LinkEntities =
{
new LinkEntity()
{
LinkFromEntityName = FromEntity,
LinkToEntityName = RelationShip,
LinkFromAttributeName = FromEntity+"id",
LinkToAttributeName = FromEntity+"id",
EntityAlias = RelationShip,
Columns = new ColumnSet(),
JoinOperator = JoinOperator.Inner,
LinkEntities =
{
new LinkEntity()
{
LinkFromEntityName = FromEntity,
LinkToEntityName = ToEntity,
LinkFromAttributeName = ToEntity+"id",
LinkToAttributeName = ToEntity+"id",
EntityAlias =ToEntity,
Columns = new ColumnSet(),
JoinOperator = JoinOperator.Inner,
LinkCriteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = ToEntity+"id",
Operator = ConditionOperator.Equal,
Values = {
ToEntityId
}
}
}
}
}
}
}
}
};
return service.RetrieveMultiple(qe);
}
}
用户是否有指定的security role
public static bool UserHaveSpeficySecurityRole(IOrganizationService service, string roleName, Guid userID)
{
bool result = false;
QueryExpression query = new QueryExpression()
{
EntityName = "role",
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression { FilterOperator = LogicalOperator.And, Conditions = { newConditionExpression { AttributeName = "name", Operator = ConditionOperator.Equal, Values = { roleName } } } },
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = "role",
LinkFromAttributeName = "roleid",
LinkToEntityName = "systemuserroles",
LinkToAttributeName = "roleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = { userID}
}
}
}
}
}
};
EntityCollection resultColl = service.RetrieveMultiple(query);
result = resultColl.Entities.Count > 0 ? true : false;
return result;
}
查询一条记录分派给哪些用户
public static List<EntityReference> RetrieveSharedPrincipalsAndAccess(IOrganizationService service, EntityReference entityRef)
{
try
{
var accessRequest = new RetrieveSharedPrincipalsAndAccessRequest
{
Target = entityRef
};
RetrieveSharedPrincipalsAndAccessResponse accessResponse = (RetrieveSharedPrincipalsAndAccessResponse)service.Execute(accessRequest);
List<EntityReference> accessList = null;
if (accessResponse != null && accessResponse.PrincipalAccesses.Length > 0)
{
accessList = new List<EntityReference>();
for (int i = 0; i < accessResponse.PrincipalAccesses.Length; i++)
{
EntityReference accessOwner = accessResponse.PrincipalAccesses[i].Principal;
accessList.Add(accessOwner);
}
}
return accessList;
}
catch (Exception e)
{
throw new Exception("Customized Plugin RetrieveSharedPrincipalsAndAccess Error: " + e.Message);
}
}
拿到拥有指定security role的所有用户
public static ArrayList getUsersinRole(string Role_Name, IOrganizationService service)
{
ArrayList usersinrole = new ArrayList();
StringBuilder fetch2 = new StringBuilder();
fetch2.Append("<fetch mapping='logical' count='50' version='1.0'> ");
fetch2.Append(" <entity name='systemuser'>");
fetch2.Append(" <attribute name='fullname'/> ");
fetch2.Append(" <link-entity name='systemuserroles' to='systemuserid' from='systemuserid'> ");
fetch2.Append(" <link-entity name='role' to='roleid' from='roleid'> ");
fetch2.Append(" <filter> ");
fetch2.Append(" <condition attribute='name' operator='eq' value='" + Role_Name + "'/> ");
fetch2.Append(" </filter> ");
fetch2.Append(" </link-entity> ");
fetch2.Append(" </link-entity>");
fetch2.Append(" </entity> ");
fetch2.Append("</fetch>");
EntityCollection result = service.RetrieveMultiple(new FetchExpression(fetch2.ToString()));
foreach (var c in result.Entities)
{
usersinrole.Add(c.Attributes["fullname"].ToString());
}
return usersinrole;
}
判断用户是否是某团队的一员
public bool IsMemberInTeam(IOrganizationService service, Guid teamId, Guid memberId)
{
OrganizationServiceContext context = new OrganizationServiceContext(service);
var query = from relationship in context.CreateQuery("teammembership")
where relationship.GetAttributeValue<Guid>("teamid") == teamId
&& relationship.GetAttributeValue<Guid>("systemuserid") == memberId
select relationship;
return query.FirstOrDefault() != null;
}
添加用户到一个团队
OrganizationRequest request = new AddMembersTeamRequest { MemberIds = new Guid[] { user.Id }, TeamId = team.Id };
var response = service.Execute(request) as AddMembersTeamResponse;
C# 分页查询记录
public static void DoTest(IOrganizationService service)
{
// Query using the paging cookie.
// Define the paging attributes.
// The number of records per page to retrieve.
int fetchCount = 20;
// Initialize the page number.
int pageNumber = 1;
// Define the order expression to retrieve the records.
OrderExpression order = new OrderExpression();
order.AttributeName = "name";
order.OrderType = OrderType.Ascending;
// Create the query expression and add condition.
QueryExpression pagequery = new QueryExpression();
pagequery.EntityName = "opportunity";
// pagequery.Criteria.AddCondition(pagecondition);
pagequery.Orders.Add(order);
pagequery.ColumnSet.AddColumns();
// Assign the pageinfo properties to the query expression.
pagequery.PageInfo = new PagingInfo();
pagequery.PageInfo.Count = fetchCount;
pagequery.PageInfo.PageNumber = pageNumber;
// The current paging cookie. When retrieving the first page,
// pagingCookie should be null.
pagequery.PageInfo.PagingCookie = null;
while (true)
{
// Retrieve the page.
EntityCollection results = service.RetrieveMultiple(pagequery);
if (results.Entities != null)
{
for (int i = 0; i < results.Entities.Count;i++ )
{
Console.WriteLine(" {0} {1}", results.Entities[i].Id, i + 1);
}
}
// Check for more records, if it returns true.
if (results.MoreRecords)
{
// Increment the page number to retrieve the next page.
pagequery.PageInfo.PageNumber++;
// Set the paging cookie to the paging cookie returned from current results.
pagequery.PageInfo.PagingCookie = results.PagingCookie;
}
else
{
// If no more records are in the result nodes, exit the loop.
break;
}
}
}
更新用户所在的业务部门
SetBusinessSystemUserRequest req = new SetBusinessSystemUserRequest();
req.BusinessId = Guid.Parse("52A18602-09B8-E511-80C2-807DB137DB06"); BU的GUID
req.UserId = Guid.Parse("7F038A46-5BB4-E511-80C6-DD48FB4179EC"); User的GUID
req.ReassignPrincipal = new EntityReference("systemuser", Guid.Parse("7F038A46-5BB4-E511-80C6-DD48FB4179EC")); User的GUID
service.Execute(req);
Dynamics CRM 常用 C# 方法集合的更多相关文章
- Dynamics CRM 常用 JS 方法集合
JS部分 拿到字段的值 var value= Xrm.Page.getAttribute("attributename").getValue(); Xrm.Page.getAttr ...
- Microsoft Dynamics CRM 常用JS语法（已转成vs2017语法提示）
背景 最近接触到Microsoft Dynamics CRM的开发.前端js是必不可少的部分,奈何没有一个语法提示,点不出来后续的语句. 在vscode上面搜索插件的时候发现,有一个大神写的插件htt ...
- Microsoft Dynamics CRM4.0 和 Microsoft Dynamics CRM 2011 JScript 方法对比
CRM 2011 如果需要再IE里面调试,可以按F12在前面加上contentIFrame,比如 contentIFrame.document.getElementById("字段" ...
- Dynamics CRM 常用的JS
常用JS(一) Xrm.Page.context.getUserId(): //获取当前用户id Xrm.Page.context.getUserName(): //获取当前用 ...
- javascript技巧及常用事件方法集合（全）
事件源对象 event.srcElement.tagName event.srcElement.type 捕获释放 event.srcElement.setCapture(); event.srcE ...
- Dynamics CRM plugin调试方法之Profiler
https://blog.csdn.net/vic0228/article/details/72903815
- c#一些常用的方法集合
是从一个asp.net mvc的项目里看到的.挺实用的. 通过身份证号码获取出生日期和性别 通过身份证号码获取出生日期和性别 #region 由身份证获得出生日期 public static stri ...
- 常用js方法集合
var func={ //对象转jsonstring getJsonStr: function(jsonObj) { var temp = []; for (var key in jsonObj) { ...
- Microsoft Dynamics CRM 2011的组织服务中的RetrieveMultiple方法（转）
本篇文章,介绍Microsoft Dynamics CRM 2011的组织服务中的RetrieveMultiple方法. RetreiveMultiple方法,用于获取实体的多个实例,该方法的签名如下 ...
随机推荐
- 在Linux系统中如何把文件拷贝到U盘
Linux下把所有的都当成文件处理,如果在linux系统下需要拷贝文件,哪么你需要先把U盘挂载到系统中的某一个位置,然后再使用cp命令完成拷贝. 工具/原料 Linux操作系统一台 U盘一枚 方法 ...
- 分享一次在Windows Server2012 R2中安装SQL Server2008
入手一台Windows Server2012云服务器,搭建一下服务环境,选用SQL Server2008 直奔主题,下好安装镜像后,直接双击 选择运行程序而不获取帮助 如图: 进入安装中心后选择 安装 ...
- C#简单注册表操作实例
1.简介操作 //设置注册值 private void Button_Click(object sender, RoutedEventArgs e) { //路径及间隔符号要正确 //1.如果指定路径 ...
- 微信企业号 出现redirect_uri unauthorized 50001 解决办法
在企业号内获得用户信息时,需要对域名授权,如果不授权会提示: redirect_uri unauthorized 50001 错误. 通常,我们会在 输入我们的授权域名. 今天在企业号内又新建了一个 ...
- oracle服务开机自启动
1.修改oracle系统配置文件::/etc/oratab vi /etc/oratab orcl:/opt/oracle/product/10.2.0/db_1:Y 2.在 /etc/init.d/ ...
- C#--对象的相等比较
对象相等比较机制对于引用类型的变量和值类型的变量来说是不同的,下面分别介绍引用类型和值类型的相等比较. 首先来看System.Object的部分定义: public class Object { // ...
- h5标签canvas关于getImageData跨域的问题
h5标签canvas关于getImageData跨域的问题 在学习h5的时候,canvas标签中getImageData()报错:security error! 具体代码如下(chrome浏览器): ...
- Servlet 技术全总结 （已完成，不定期增加内容）
Servlet是独立于平台和协议的服务器端的java应用程序,处理请求的信息并将其发送到客户端. Servlet的客户端可以提出请求并动态获得响应. Servlet动态生成web页面,担当浏览器或其他 ...
- 标准程序员系列－Github篇－初始化一个代码仓库
下面将一步步介绍怎样使用GitHub来初始化一个项目的版本控制仓库: 1. 到GitHub上注册自己的账号:https://github.com/ 2. 创建第一个代码仓库一个仓库相当于一个项目的代码 ...
- 阿里云服务器上架设apache php mysql 环境
由于朋友一公司要做企业站,于是就买了阿里云的服务器.买完进去发现iptables 和selinux默认就是关掉的,可能是因为阿里云有云盾就可以不用自带的防火墙吧,具体配置过程如下(我边配边记录的): ...